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Independent Advisor Alliance’s Bank of America BAC Stock Holding History

Independent Advisor Alliance’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Buy
261,818
+34,723
+15% +$1.85M 0.35% 44
2026
Q1 		$11.1M Sell
227,095
-1,538
-0.7% -$79.4K 0.12% 154
2025
Q4 		$12.6M Buy
228,633
+683
+0.3% +$36.1K 0.31% 43
2025
Q3 		$11.8M Buy
227,950
+4,751
+2% +$232K 0.31% 47
2025
Q2 		$10.6M Sell
223,199
-3,636
-2% -$153K 0.3% 54
2025
Q1 		$9.47M Sell
226,835
-19,889
-8% -$886K 0.31% 52
2024
Q4 		$10.8M Buy
246,724
+25,666
+12% +$1.13M 0.14% 158
2024
Q3 		$8.77M Buy
221,058
+10,971
+5% +$440K 0.32% 55
2024
Q2 		$8.36M Buy
210,087
+8,194
+4% +$314K 0.29% 64
2024
Q1 		$7.66M Sell
201,893
-146,484
-42% -$5.03M 0.28% 70
2023
Q4 		$11.7M Sell
348,377
-8,917
-2% -$260K 0.42% 38
2023
Q3 		$9.78M Buy
357,294
+755
+0.2% +$22.3K 0.44% 46
2023
Q2 		$10.2M Sell
356,539
-28,109
-7% -$802K 0.45% 46
2023
Q1 		$11M Sell
384,648
-12,347
-3% -$408K 0.53% 39
2022
Q4 		$13.1K Sell
396,995
-15,447
-4% -$532K ﹤0.01% 161
2022
Q3 		$12.5M Buy
412,442
+10,529
+3% +$352K 0.73% 29
2022
Q2 		$12.5M Sell
401,913
-16,300
-4% -$587K 0.7% 34
2022
Q1 		$17.2M Sell
418,213
-33,371
-7% -$1.51M 0.83% 23
2021
Q4 		$20.1M Buy
451,584
+6,763
+2% +$308K 0.99% 16
2021
Q3 		$18.9M Buy
444,821
+229,217
+106% +$9.23M 1.05% 16
2021
Q2 		$8.89M Buy
215,604
+3,910
+2% +$160K 0.49% 50
2021
Q1 		$8.19M Buy
211,694
+8,691
+4% +$300K 0.49% 54
2020
Q4 		$6.15M Buy
203,003
+15,403
+8% +$413K 0.42% 65
2020
Q3 		$4.52M Sell
187,600
-48,735
-21% -$1.21M 0.34% 80
2020
Q2 		$5.63M Sell
236,335
-2,119
-0.9% -$50.1K 0.6% 34
2020
Q1 		$5.06M Buy
238,454
+36,428
+18% +$1.09M 0.74% 27
2019
Q4 		$7.12M Buy
202,026
+17,340
+9% +$560K 0.31% 72
2019
Q3 		$5.49M Sell
184,686
-53
-0% -$1.52K 0.67% 31
2019
Q2 		$4.76M Buy
184,739
+5,504
+3% +$159K 0.69% 29
2019
Q1 		$4.95M Buy
179,235
+22,182
+14% +$627K 0.7% 34
2018
Q4 		$3.92M Buy
157,053
+15,130
+11% +$410K 0.69% 34
2018
Q3 		$3.96M Sell
141,923
-14,244
-9% -$434K 0.71% 33
2018
Q2 		$4.2M Buy
156,167
+381
+0.2% +$11.4K 0.87% 29
2018
Q1 		$4.56M Buy
155,786
+16,125
+12% +$506K 1.02% 24
2017
Q4 		$4.21M Buy
139,661
+36,253
+35% +$999K 0.94% 27
2017
Q3 		$2.67M Buy
103,408
+14,967
+17% +$363K 0.73% 34
2017
Q2 		$2.2M Buy
88,441
+14,487
+20% +$338K 0.7% 35
2017
Q1 		$1.71M Buy
73,954
+3,162
+4% +$75K 0.27% 108
2016
Q4 		$1.61M Buy
+70,792
New +$1.36M 0.69% 45

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's BAC Position: Q2 2026 in Review

Independent Advisor Alliance increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $1.85M and bringing the position to 261,818 shares worth $14.9M. The position accounts for 0.35% of the portfolio, ranked #44.

Independent Advisor Alliance first reported a position in BAC in Q4 2016 and has held it in 39 quarters since. The position peaked at $20.1M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Independent Advisor Alliance held 261,818 shares of Bank of America worth $14.9M as of Q2 2026.
  • Independent Advisor Alliance bought 34,723 Bank of America shares in Q2 2026, an estimated $1.85M.
  • Bank of America made up 0.35% of Independent Advisor Alliance's portfolio in Q2 2026, its #44 holding.
  • Independent Advisor Alliance first reported a position in Bank of America in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Bank of America position peaked at $20.1M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.